Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,127 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
6,585
shares
|
$2.4 Million
0.46% of portfolio
|
Q3 2024
Added 347.65%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
6,574
shares
|
$2.39 Million
0.89% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
6,572
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
6,572
shares
|
$2.39 Million
0.35% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
6,551
shares
|
$2.38 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,548
shares
|
$2.38 Million
0.08% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
6,544
shares
|
$2.38 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
6,527
shares
|
$2.38 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
6,518
shares
|
$2.37 Million
1.33% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,512
shares
|
$2.37 Million
3.08% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,512
shares
|
$2.37 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,507
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,502
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
6,457
shares
|
$2.35 Million
1.59% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,449
shares
|
$2.35 Million
0.78% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,442
shares
|
$2.34 Million
0.12% of portfolio
|
Q2 2023
Added 35.85%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
6,435
shares
|
$2.34 Million
0.12% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,433
shares
|
$2.34 Million
0.69% of portfolio
|
Q3 2022
Added 4.91%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
6,415
shares
|
$2.33 Million
1.61% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,376
shares
|
$2.32 Million
0.29% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
6,361
shares
|
$2.31 Million
0.57% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
6,359
shares
|
$2.31 Million
0.56% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
6,346
shares
|
$2.31 Million
0.42% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
6,344
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,304
shares
|
$2.29 Million
1.25% of portfolio
|
Q3 2024
Added 78.23%
|